| 1 | FACTORY MUTUAL INSURANCE CO | $99.0M | 2.1M | Hold |
| 2 | Apollon Wealth Management, LLC | $32.3M | 691,210 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $23.6M | 504,348 | Trimmed |
| 4 | Savvy Advisors, Inc. | $21.7M | 463,561 | Added |
| 5 | Capital Investment Counsel, LLC | $20.8M | 444,243 | Added |
| 6 | Cornerstone Planning Group LLC | $18.7M | 402,928 | Added |
| 7 | Boyd Wealth Management, LLC | $15.1M | 323,904 | Added |
| 8 | Avior Wealth Management, LLC | $14.9M | 319,480 | Added |
| 9 | Outlook Wealth Advisors, LLC | $11.3M | 242,213 | Trimmed |
| 10 | TL Private Wealth | $11.2M | 241,161 | Added |
| 11 | State of New Jersey Common Pension Fund D | $9.4M | 200,000 | Hold |
| 12 | Daybright Advisory Services, Inc. | $7.0M | 150,399 | Added |
| 13 | COTTONWOOD CAPITAL ADVISORS, LLC | $6.5M | 138,985 | Added |
| 14 | Envestnet Portfolio Solutions, Inc. | $5.9M | 126,690 | Added |
| 15 | FIRST CITIZENS BANK & TRUST CO | $5.2M | 111,317 | Added |
| 16 | SAX WEALTH ADVISORS, LLC | $4.7M | 100,846 | Trimmed |
| 17 | Mascagni Wealth Management, Inc. | $4.5M | 97,118 | Trimmed |
| 18 | IFP Advisors, Inc | $4.3M | 92,977 | Added |
| 19 | Dynamic Advisor Solutions LLC | $3.7M | 79,930 | Added |
| 20 | MA Private Wealth | $2.9M | 61,876 | Trimmed |
| 21 | ASSETMARK, INC | $2.8M | 59,552 | Added |
| 22 | CORRECT CAPITAL WEALTH MANAGEMENT | $2.5M | 54,502 | Added |
| 23 | TRUIST FINANCIAL CORP | $2.3M | 49,849 | New |
| 24 | Kestra Advisory Services, LLC | $2.3M | 49,211 | Trimmed |
| 25 | Advisory Resource Group | $2.3M | 49,050 | Added |